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Eric Scott Purcell

Clayton Wealth Partners

Topeka, KS

CRD 5401555

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Employer firm

Clayton Wealth Partners CRD 105898

$910M regulatory AUM 22 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Clayton Wealth Partners

716 South Kansas Avenue, Topeka, KS 66603-3808 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-01-02
KS RA APPROVED 2017-06-05
  • TX RA
    APPROVED
    Since 2021-01-02
  • KS RA
    APPROVED
    Since 2017-06-05

Branch Locations

716 South Kansas Avenue, Topeka, KS 66603-3808 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Clayton Financial Services, Inc. Topeka KS 01/2019 01/2025
Clayton Financial Services, Inc. Topeka KS 03/2016 01/2019
Clayton Financial Services, Inc. Topeka KS 01/2025 Present
  • 01/2019 → 01/2025
    Clayton Financial Services, Inc.
    Topeka, KS
  • 03/2016 → 01/2019
    Clayton Financial Services, Inc.
    Topeka, KS
  • 01/2025 → Present
    Clayton Financial Services, Inc.
    Topeka, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-05
  • S65 Uniform Investment Adviser Law Examination
    2017-06-05
Designations
  • Certified Financial Planner

View on SEC IAPD

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